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Parkworth Wealth Management’s Broadridge BR Stock Holding History

Parkworth Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$972 Buy
4
+1
+33% +$238 ﹤0.01% 422
2025
Q1 		$727 Hold
3
– – ﹤0.01% 327
2024
Q4 		$678 Buy
+3
New +$672 ﹤0.01% 357

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Parkworth Wealth Management's BR Position: Q2 2025 in Review

Parkworth Wealth Management increased its Broadridge (BR) stake by 33% in Q2 2025, buying an estimated $238 and bringing the position to 4 shares worth $972. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Parkworth Wealth Management first reported a position in BR in Q4 2024 and has held it in 3 quarters since. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Broadridge worth $972 as of Q2 2025.
  • Parkworth Wealth Management bought 1 Broadridge share in Q2 2025, an estimated $238.
  • Broadridge made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #422 holding.
  • Parkworth Wealth Management first reported a position in Broadridge in Q4 2024 and has held it in 3 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.